Overview

I'm a local CFP® Professional with my own independent firm focused primarily on coupling financial planning with fee-based asset management. We feel that the development of the financial plan is paramount to the success of the client in assessing current situation and the incorporation of their ambitions and concerns, ultimately taking care of their situation now and in the future. We have a growing focus on female clients in transition including divorce and loss of spouse as well as women business owners and execs that recognize the need for hiring an advisor/planner to help them facilitate and put into action the things that are important to them.

Our firm is very client focused and strives for a partnering type of relationship with our clients and the other professionals in the client's life in order to maximize the potential for a successful client outcome. We have successfully acquired 2 books of business and have a dedicated back office team at Commonwealth that can and will help facilitate a smooth and successful transition.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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